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July 27, 2019
We unpack Tesla's second quarter 2019 results. We discuss their record breaking production and deliveries, how their quarterly loss happened while having record free cash flow, and what's upcoming with Autopilot, Model Y, Tesla Gigafactory Shanghai and more. If you are planning to buy a Model 3, S, or X please considering using this referral code to help support the show and get 1,000 miles of free Supercharging, http://ts.la/caleb80748
May 11, 2019
We unpack Tesla’s recent Autonomy Investor Day held at their Palo Alto HQ. We discuss the new FSD computer, their Neural network advancements, what’s coming up with the FSD feature set and more. Slides from Tesla’s Presentation – https://theteslashow.com/tesla-autonomy-investor-day If you are buying a Model 3, Model S, or Model X please consider using our referral code: https://ts.la/caleb80748
March 16, 2019
We discuss the highlights from the Model Y unveil event Tesla held on March 14th, 2019 at their Design Studio in Hawthorne California. We only had a brief amount of time to chat, so we focus on what struck us most about the event and the Model Y itself, primarily how the Model Y is quite similar to what we expected, and how that is a great thing for Tesla and customers alike.
March 4, 2019
Tesla has made the $35,000 Model 3 available for purchase. We unpack all the changes Tesla has made, what’s in the Standard interior and how Tesla was able to achieve this milestone. We also discuss what the decision to sell online only and close many of their stores means for Tesla going forward. Autopilot and Full Self Driving have gotten a shakeup and we discuss Elon’s latest comments about the roadmap for FSD. And lastly we give our predictions for the March 14th Model Y unveil event.
February 3, 2019
We unpack Tesla’s fourth quarter 2018 results. Tesla continued shipping Model 3 in high quantity and made another GAAP profit. We discuss what Tesla is focusing on for 2019, where Model 3 production will end up, more details on Model Y production plans and the roadmap for Autopilot.
October 26, 2018
We unpack Tesla’s third quarter 2018 results. It was a massive quarter for Tesla in terms of revenue and GAAP profits. We discuss how Tesla beat expectations so much, what this means for Model 3 and Tesla going forward, and new details about Autopilot, the future roadmap and more. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for 6 months: http://ts.la/anuarbek5816
October 3, 2018
We unpack the unusual situation that arose after Elon tweeted about considering taking Tesla private, the decision to stay public, and the SEC investigation, lawsuit, and settlement.
August 8, 2018
We unpack Tesla’s Q2 2018 results from the letter to the earnings call. We cover Model 3 production has ramped to 5k per week, Model 3 profitability and future production targets. We also discuss how Tesla is moving into their own AI chips to advance Autopilot and what we expect is coming in V9 and beyond. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
July 13, 2018
We discuss Tesla’s Q2 Vehicle Production and Deliveries report. How Tesla produced 7,000 vehicles in the final 7 days of the quarter, of which 5,000 were Model 3. We discuss how production is ramping on Model 3 and how it matches their expectations, and what they’ve done with deliveries. Then we debate if this rate is sustainable and how useful Elon’s being at the factory really is to production ramping. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
June 12, 2018
We unpack the 2018 Tesla shareholder meeting. Elon covered the latest progress on Model 3 production, reaffirmed automation's strategic importance to Tesla, upcoming Autopilot updates, and much more. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
May 8, 2018
We unpack Tesla’s Q1 2018 earnings letter and call. We cover the high level financials, Tesla’s path to profitability in the coming quarters, where they are at with Model 3 production, the machine that builds the machine, Tesla Network and more. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
April 18, 2018
We unpack Tesla’s Q1 vehicle production and deliveries report as well as Elon’s recent interview with CBS This Morning. We cover where Tesla is at with the Model 3 ramp, some of the troubling revelations about automation and the Fremont factory systems, and where we think Model 3 production is heading. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
April 5, 2018
We discuss Caleb’s recent trip to the Tesla Fremont delivery center to experience the Model 3 delivery experience. We cover the timing from configure, to VIN assignment, to delivery date. Then we discuss the nitty gritty details of the experience of picking up a Model 3. And we conclude with our experience with such a recently manufactured Model 3 and how it compares to our experience a few months ago with an early Model 3. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
March 21, 2018
We discuss the recent software update for Autopilot 2 vehicles. The core updates appear to be in the underlying Tesla Vision Neural network, and we discuss what this says about where Tesla is along the path to full self driving, what new features we can expect, and if Autopilot 2 has finally surpassed Autopilot 1. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
February 28, 2018
We discuss the recent news that Tesla has started inviting non-owners to configure their Model 3. We unpack what this says about where Tesla is in production, the quality of the vehicle, why Tesla started with existing owners, and where software for Model 3 is. We also discuss what’s coming next with white interior, dual motor, performance and more.  If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
February 13, 2018
We unpack Tesla’s Q4 2017 results. We cover the high level financial results, production updates on Model 3, new details on Model Y, Elon’s perspective on LiDAR, when we can expect the full self driving cross country drive, and how Tesla is still aiming to be the best at manufacturing.  If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
January 31, 2018
We unpack Tesla’s recent unveiling of their new 10-year CEO performance award. Building on Elon’s previous compensation package, the board has created a plan that is 100% based on performance, targeting $650B in market cap along with revenue and EBITDA targets. We cover what this says about Elon’s long term involvement with Tesla, what Tesla will have to do to achieve these goals, and we debate the virtue of such a massive compensation plan. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
January 24, 2018
We discuss the company Comma.ai and their path toward developing “the Android of self-driving car software”. We cover their founding, connection to Tesla, their open source approach, how their approach is similar to Tesla in many ways – believing in fleet-learning and commodity sensors and powerful software. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
January 10, 2018
We unpack Tesla’s Q4 2017 production and delivery report. Tesla delivered a record 29,870 vehicles, of which 15,200 were Model S, 13,120 were Model X, and 1,550 were Model 3. We cover the progress Tesla made in the quarter on Model 3, how that compares to the Model S and Model X ramp and why this upcoming quarter is so critical to proving the mass production capabilities of Model 3. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
January 1, 2018
We discuss our expectations for Tesla in the year ahead. We cover the progress we expect to see in Autopilot, how the Model 3 ramp is going and what it says about where Tesla will be in 2018, if and when we will see Model Y, what special feature Elon may be talking about for the Pickup, software improvements for the fleet, and Superchargers. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
December 13, 2017
We discuss Cruise, the company GM acquired to lead their autonomous efforts last year for nearly $1B. We cover their origins as an aftermarket kit for Audi’s, how Kyle Vogt their founder got his start with self driving cars at MIT, and the progress the company has made thus far, and how they plan to launch a fully autonomous ridesharing service in early 2019 in San Francisco. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
November 29, 2017
We do a deep dive into living with the Model 3 for two weeks and over 1,000 miles. Caleb drove the Model 3 from Palo Alto to LA and back and lived with it for two weeks. We discuss everything about the vehicle from Autopilot, to the interior, to ergonomics to the UI, and more. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
November 22, 2017
We discuss the Semi event, what it was like being there, what we found most impactful about the Semi, and what the Roadster means as a halo vehicle for Tesla.  If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
November 15, 2017
We discuss Caleb’s experience driving the Model 3. We dig deep into everything about the experience from the exterior, interior, driving dynamics, Autopilot, and more. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
November 8, 2017
Special guest Rob Maurer joins Caleb to unpack Tesla’s Q3 2017earnings. We cover the high level numbers, the S & X business, energy, service & superchargers, Autopilot, and the big news around the Model 3 ramp. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
November 1, 2017
In a special episode guest host Trevor Page of the Model 3 Owners Club joins Caleb to discuss his recent hour long video of his two days with the Model 3. We cover the exterior, interior, UI, the ergonomics of the touch screen, driving experience, the app and the keycard and more. Watch the video Trevor and Ken made here, https://www.youtube.com/watch?v=_DT0vDMWsq4 If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
October 25, 2017
We discuss the major automakers goals for full autonomy timelines, Tesla’s Level 4 & 5 timelines, what the SAE levels really mean, and how we expect Tesla and others will actually roll out Level 3, Level 4, and Level 5 self driving systems.  If you are planning to buy a Model S or X please considering using this referral code to help support the show and save $1,000 and get free Supercharging for life: http://ts.la/anuarbek5816
October 18, 2017
We cover one of Tesla’s key suppliers for Autopilot – Nvidia. We discus their history, differences between  GPUs and CPUs, why Nvidia is entering the self-driving car arena, and what their strategy is to help companies like Tesla achieve the goal of a fully self-driving car. If you are planning to buy a Model S or X please considering using this referral code to help support the show and save $1,000 and get free Supercharging for life: http://ts.la/anuarbek5816
October 12, 2017
We cover Elon and SpaceX’s plans to colonize Mars with their BFR. We unpack why Mars at all, how SpaceX has been laying the foundation for the key technologies needed for BFR with Falcon 9 and Dragon, how a Moon base fits in, and their vision for point to point earth transportation powered by BFR. If you are planning to buy a Model S or X please considering using this referral code to help support the show and save $1,000 and get free Supercharging for life: http://ts.la/anuarbek5816
September 27, 2017
We discuss our recent trip with a Nissan Leaf to the Tesla factory. We experienced range anxiety for real. We also unpack the recent details about the Model 3 that have come out through different FCC filings, first responder manuals, and first hand accounts of new owners. If you are planning to buy a Model S or X please considering using this referral code to help support the show and save $1,000 and get free Supercharging for life: http://ts.la/anuarbek5816
September 13, 2017
We do a deep dive into HD maps and speak with former Tesla Autopilot software engineer Andrew Kouri. Andrew is now co-founder and CEO of lvl5 a startup building HD maps using computer vision and crowdsourcing by paying people to record their drives with their smartphones. We discuss the different approaches to HD maps, why companies like Tesla and others working towards self driving will utilize HD maps, and how you can build HD maps from crowdsourced driving video using deep neural networks. Download Payver to help build HD maps for the future of self driving cars and get paid to do it: https://itunes.apple.com/us/app/payver-dashcam-with-rewards/id1187617316?mt=8 If you are planning to buy a Model S or X please considering using this referral code to help support the show and save $1,000 and get free Supercharging for life: http://ts.la/anuarbek5816
September 6, 2017
We discuss how simulation has continued to increase in importance in the development and validation of self driving vehicles and how Tesla and others are using simulation. We unpack the evolution of simulation from playback of driving events, to simulating a new drive, to actually training neural networks inside the simulation. Simulation is a key enabler for massive scaling and improvement of the software. Article and video we discussed: Inside Waymo’s Carcraft Simulator - https://www.theatlantic.com/amp/article/537648/ Zoox’s usage of Simulation - https://youtu.be/otmxoK4lCNw?t=23m5s If you are planning to buy a Model S or X please considering using this referral code to help support the show and save $1,000 and get free Supercharging for life: http://ts.la/anuarbek5816
August 30, 2017
We discuss OpenAI – its origins, connection to Elon Musk, what they are working on, and how general human (and superhuman) level AI will have profound effects on everything.
August 23, 2017
We cover the big updates since the first Model 3 deliveries. Starting with the official accessories on the Tesla shop. We also cover Ultra White seats sightings, new details about the Aero wheels, battery capacity and the decision to move to long range naming, permanent magnet motor switchover. We also explain more about the Keycard and Tesla Phone Key feature. And we end with the new interior camera and Autopilot HW 2.5.
August 9, 2017
We unpack Tesla’s Q2 2017 results. We discuss the latest updates for Model 3 production and margin targets, Autopilot upcoming releases, a change in strategy for Model Y, Solar roof installations, Supercharger and service updates, and more. If you are planning to buy a Model S or X please considering using this referral code to help support the show and save $1,000 and get free Supercharging for life: http://ts.la/anuarbek5816
August 2, 2017
We were fortunate to be invited to the Model 3 delivery event and were given test rides. We run down our experience at the event and our time inside Model 3, and what struck us most about the Model 3 in person. This is a must listen episode.  Take a look at our photos from the event: http://theteslashow.com/model-3-delivery-event/ If you are planning to buy a Model S or X please considering using this referral code to help support the show and save $1,000 and get free Supercharging for life: http://ts.la/anuarbek5816
July 26, 2017
We discuss Caleb’s recent 36 hour excursion with the Model S up to wine country. Caleb shares all of his impressions and experience with Model S, from the driving dynamics, to the UI, to charging, to Autopilot. If you’ve ever wanted to know more of what it’s like to drive a Tesla this is the episode for you. If you are planning to buy a Model S or X please considering using this referral code to help support the show and save $1,000 and get free Supercharging for life: http://ts.la/anuarbek5816
July 19, 2017
We discuss the recent developments in Supercharging. Since our early episode on Supercharging Tesla has rolled out a new credit system, set ambitious new goals for expansion, new plans for city Supercharging and locations with dozens of plugs. We also discuss the future of Supercharging speed with V3. If you are planning to buy a Model S or X please considering using this referral code to help support the show and save $1,000 and get free Supercharging for life: anuarbek5816
July 12, 2017
The first Model 3 has rolled off the line and is going to Elon. As production begins we discuss the RC program that got us to this point and what is happening at the factory right now as production starts.
July 4, 2017
SN1 on Friday We unpack Elon’s recent tweets about Model 3 progress. The news that the Model 3 has passed all regulatory requirements, the first car is scheduled to be produced later this week, and the delivery event is happening Friday July 28th at Tesla Fremont. We try to make sense of it all, how the ramp compares to the S and X and what is still to come.
June 28, 2017
We discuss the recent changes in the Autopilot team at Tesla. Chris Lattner, formerly of Apple, who was VP of Autopilot Software at Tesla has left and Andrej Karpathy of OpenAI has joined as Director of AI and Autopilot Vision reporting to Elon Musk. We unpack what Chris accomplished, what Andrej’s past experience tells us about the types of projects he will work on & more.
June 14, 2017
We unpack the recent Tesla shareholder meeting where Elon gave an update on Tesla, what’s coming next, and answered a bunch of questions. We also recently caught 2 Model 3’s on video exiting Tesla HQ in Palo Alto: https://youtu.be/e-yL6B1iucE
June 7, 2017
We were fortunate to be invited to the recent Tesla VIP event. We share what we can due to the NDA. We got to experience the Model 3 up close and we recount what stood out to us. Plus we caught footage of Model 3’s testing on the Tesla test track.
May 31, 2017
We discuss the latest specs Tesla has released about the Model 3, their strategy to push sales of Model S and try to correct confusion in the market about Model 3 being better than Model S. We also discuss what the limited set of configs for Model 3 at launch means. We reveal some new tips we have about the Model 3 HVAC system and Tesla’s work on a HUD.
May 24, 2017
Tesla has started collecting short video clips to help improve their self-driving software through crowdsourced learning from their fleet. They are using the clips to improve lane detection, sign recognition, traffic light locations and more. Plus the implications for these clips on training their neural nets, HD maps, and redundancy for sensing.
May 17, 2017
Elon is boring. We discuss one of Elon’s latest ventures – The Boring Company. We cover a brief history of tunnels, how Tunnel Boring Machines work, and some of the major tunneling projects in the US and Europe in recent decades. We unpack what The Boring Company is trying to do and what we know about the feasibility of their vision.
May 10, 2017
We test drove a Volt. We discuss our recent Tesla Factory tour, as much as we are allowed, the brief silver Model 3 sighting we had outside the factory, and our impressions of the Volt, focusing on the UI and human machine interface choices.
May 4, 2017
We unpack Tesla’s record Q1 2017 results. We discuss the latest updates on the Model 3 development, the production lines for Model 3, news about the service and Supercharger expansions, new information about Model Y’s new platform and automation, upcoming Gigafactories, Tesla Semi, China, Solar Roof and more.
April 26, 2017
We discuss Tesla’s recent market cap passing Ford and GM to become the most valuable U.S. automaker. We discuss the basis for valuations, what influences valuations, and the different scenarios that lead to Tesla being valued more than GM and Ford today. And how Tesla could be worth Elon's supposed $1 Trillion valuation.
April 19, 2017
Apple was recently approved to test autonomous vehicles on the streets of California by the DMV. The long rumored Apple car project has been picking up in the recent months. We discuss the puzzle of what Apple could be working on and how they could bring a car or transportation service to market, and the difference in strategy compared to Tesla.
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